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Jared Schneid

@Connective Portfolio Management, Llc

Latest period2024 - Q4ReportedManaged Assets$67.211MTotal holdings55
Assets growth rate18.85%Assets growth rate (2-Q avg)5.4%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Connective Portfolio Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Connective Portfolio Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 67.211M in assets, with a quarterly growth rate of 18.85% and a 2-quarter average growth rate of 5.4%. The portfolio is managed by Jared Schneid, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
New Position
2.02%
$1.357M
5,420 shares@ $250.42 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -80.74%
1.99%
$1.332M
4,050 shares@ $328.94 avg price
BACBank America Corp
Recent Activity
1.81%
$1.214M
27,625 shares@ $43.96 avg price
CCitigroup Inc
Recent Activity
Increased 347.37%
1.79%
$1.197M
17,000 shares@ $70.39 avg price
ETEnergy Transfer L P
Recent Activity
New Position
1.75%
$1.175M
60,000 shares@ $19.59 avg price
INDAIshares Tr
Recent Activity
New Position
1.73%
$1.16M
22,000 shares@ $52.72 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
1.62%
$1.085M
18,000 shares@ $60.3 avg price
BABoeing Co
Recent Activity
New Position
1.59%
$1.062M
6,000 shares@ $177.0 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -12.01%
1.47%
$984,360
5,200 shares@ $189.3 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -59.52%
1.46%
$978,017
4,080 shares@ $239.72 avg price